After Onboarding

You've completed both onboarding calls. Here's where to go from here.

Every day

• Quote Editor — Create and edit quotes, add products, apply templates

• Sending & Approvals — Send quotes, track acceptance, manage approval flows

• Opportunities — Manage your pipeline, import from PSA, track deal progress

• Companies — Customer accounts, associated contacts and quotes

• Dashboard — Pipeline overview, recent activity, metrics

When you need to reconfigure

• Quote Templates — Create or update proposal and quote layouts

• Email Templates — Customize quote delivery emails and signatures

• Approval Rules — Set value thresholds, discount limits, and approval chains

• Pricing Rules — Payment terms, pricing books, leasing setup, shipping config

• Users & Permissions — Add users, assign roles, manage access

• PSA Configuration — Sync settings and field mappings

• Distributors — Manage distributor connections and credentials

When something breaks

• Troubleshooting — Common issues and how to fix them

• Service Status — Check for active incidents or planned maintenance

• Email support: support@salesbuildr.com

Keep learning

• Onboarding Videos — All 10 training videos, available any time

• Products — Search, compare, favorites, bundling, and catalog management

• Post-Sale — Fulfillment tickets, procurement, shipping, and contracts

See also

• Getting Started — Getting Started

• Onboarding Call 2 — Getting Started

• About Salesbuildr — Getting Started

• Bundling — Products

• Contacts — Contacts